JAMES & PAULA TANKENOFF FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & PAULA TANKENOFF FOUNDATION (EIN 41-1961022)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201301359349100980
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T09:57:34-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 US BANK PLAZA N 200 S 6TH ST | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 554021459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411961022 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & PAULA TANKENOFF FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JAMES TANKENOFF | InCareOfName |
| Name Control | JAME | NameControl |
| Phone | 9529441222 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 659 WILLOUGHBY WAY EAST | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | MINNETONKA | City |
| State | MN | State |
| ZIP Code | 55305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES TANKENOFF | Name |
| Title | PRESIDENT | Title |
| Phone | 9529441222 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACY RUBSAM | Name |
| Phone | 6123320001 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 184137 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5410 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5410 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 747 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 35934 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 747 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6158 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6158 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 25 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 25 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1725 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1725 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 94 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 45 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 2206 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1171 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 4050 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1216 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1750 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 21136 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 21136 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 25186 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1216 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 22886 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -19028 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4942 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2627 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3637 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3637 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 2 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 153 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 153 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 173534 | InvestmentsOtherBOY |
| Investments Other EOY | 153345 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 180347 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 176163 | TotalAssetsBOY |
| Total Assets EOY | 157135 | TotalAssetsEOY |
| Total Assets EOYFMV | 184137 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 176163 | RetainedEarningsBOY |
| Retained Earnings EOY | 157135 | RetainedEarningsEOY |
| Total Net Assets BOY | 176163 | TotalNetAssetsBOY |
| Total Net Assets EOY | 157135 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 176163 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 157135 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 176163 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -19028 | ExcessOfRevenueOverExpenses |
| Subtotal | 157135 | Subtotal |
| Total Net Assets Fund Balances EOY | 157135 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (24 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| ALLIANZ NFJ DIVIDEND VALUE INST | 2009-01-06 | 2012-06-11 | 2954 | 2474 | 480 | 480 | |
| AMERICAN BEACON INTERNATIONAL EQUITY | 2006-05-03 | 2012-11-28 | 1121 | 1783 | -662 | -662 | |
| AMERICAN EUROPACIFIC GROWTH FUND | 2006-05-03 | 2012-11-28 | 1161 | 1438 | -277 | -277 | |
| CALAMOS CONVERTIBLE FUND | 2010-04-27 | 2012-09-25 | 6879 | 7467 | -588 | -588 | |
| FEDERATED ULTRASHORT BOND INSTIL | 2010-07-21 | 2012-11-28 | 601 | 598 | 3 | 3 | |
| FEDERATED MORTAGE INSTITUTIONAL | 2010-07-21 | 2012-11-28 | 597 | 601 | -4 | -4 | |
| DELAWARE EMERGING MARKETS | 2010-04-27 | 2012-11-28 | 470 | 516 | -46 | -46 | |
| GOLDMAN SACHS HIGH YIELD FUND | 2008-06-18 | 2012-08-13 | 5495 | 5537 | -42 | -42 | |
| GOLDMAN SACHS MID CAP VALUE FUND | 2011-02-14 | 2012-11-28 | 1225 | 1278 | -53 | -53 | |
| GOLDMAN SACHS SMALL VALUE | 2011-02-14 | 2012-11-28 | 1075 | 1068 | 7 | 7 | |
| HARBOR CAPITAL APPRECIATION FUND | 2006-05-03 | 2012-11-28 | 2464 | 2018 | 446 | 446 | |
| LOOMIS SAYLES GLOBAL BOND FUND | 2010-04-27 | 2012-11-28 | 492 | 472 | 20 | 20 | |
| MORGAN STANLEY INSTL SMALL COMPANY | 2011-02-14 | 2012-11-28 | 1026 | 1096 | -70 | -70 | |
| PIMCO FOREIGN BOND INSITUTIONAL | 2010-04-27 | 2012-11-28 | 646 | 605 | 41 | 41 | |
| PIMCO REAL RETURN FUND | 2010-04-27 | 2012-11-28 | 454 | 401 | 53 | 53 | |
| PIMCO TOTAL RETURN INSTITUTIONAL | 2010-04-27 | 2012-11-28 | 1156 | 1093 | 63 | 63 | |
| VANGUARD CONVERTIBLE SECURITIES | 2006-10-27 | 2012-11-28 | 483 | 548 | -65 | -65 | |
| VANGUARD LARGE CAP CORE INDEX SIGNAL | 2011-04-01 | 2012-11-28 | 1846 | 1798 | 48 | 48 | |
| INVESCO CONVERTIBLE SECURITIES FUND | 2012-09-25 | 2012-11-28 | 271 | 273 | -2 | -2 | |
| IVY HIGH INCOME FUND | 2012-08-13 | 2012-11-28 | 303 | 298 | 5 | 5 | |
| IVY MID CAP GROWTH CL | 2011-12-13 | 2012-11-28 | 1216 | 1143 | 73 | 73 | |
| GOLDMAN SACHS HIGH YIELD FUND | 2011-10-17 | 2012-08-13 | 2359 | 2198 | 161 | 161 | |
| CALAMOS CONVERTIBLE FUND | 2011-10-17 | 2012-09-25 | 462 | 484 | -22 | -22 | |
| CAPITAL GAIN DIVIDENDS | 1178 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 747 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 22335 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 195195 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.114424 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 18902 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 204710 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.092335 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 29544 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 196564 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.150302 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 29322 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 238388 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.123001 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 27348 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 286229 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.095546 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.575608 | TotalDistributionRatio |
| Average Distribution Ratio | 0.115122 | AverageDistributionRatio |
| Net Noncharitable Assets | 182429 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 21002 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 49 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 21051 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 22886 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 49 | InvestmentIncomeExciseTax |
| Subtotal | 49 | Subtotal |
| Tax Based On Investment Income | 49 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 202 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 202 | TotalCreditsAndPayments |
| Overpayment | 153 | Overpayment |
| Amount Credited To Next Year | 153 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES TANKENOFF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9529441222 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11075 1ST AVENUE NORTH | AddressLine1 |
| City | PLYMOUTH | City |
| State | MN | State |
| ZIP Code | 55441 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JAMES TANKENOFF | ||||||
| 11075 1ST AVENUE NORTH | PLYMOUTH | MN | 55441 | PRESIDENT | 0 | 0 |
| JAMES TANKENOFF | ||||||
| 11075 1ST AVENUE NORTH | PLYMOUTH | MN | 55441 | CFO AND DIRECTOR | 0 | 0 |
| PAULA TANKENOFF | ||||||
| 11075 1ST AVENUE NORTH | PLYMOUTH | MN | 55441 | VICE PRESIDENT | 0 | 0 |
| PAULA TANKENOFF | ||||||
| 11075 1ST AVENUE NORTH | PLYMOUTH | MN | 55441 | SECRETARY | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 182114 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3093 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 185207 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 185207 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2778 | CashDeemedCharitable |
| Net Noncharitable Assets | 182429 | NetNoncharitableAssets |
| Minimum Investment Return | 9121 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9121 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 49 | TaxBasedOnInvestmentIncome |
| Total Tax | 49 | TotalTax |
| Distributable Amount Before Adj | 9072 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 9072 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 9072 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 22886 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 22886 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 49 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 22837 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9072 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 13425 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 17403 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 19831 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8778 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12746 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 72183 | TotalExcessDistriCarryover |
| Qualifying Distributions | 22886 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 9072 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 13814 | RemainingDistriFromCorpus |
| Total Corpus | 85997 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 13425 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 72572 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 17403 | ExcessFromYear4 |
| Excess From Year3 | 19831 | ExcessFromYear3 |
| Excess From Year2 | 8778 | ExcessFromYear2 |
| Excess From Year1 | 12746 | ExcessFromYear1 |
| Excess From Current Year | 13814 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| JEWISH FAMILY CHILDRENS SERVICES | ||||||
| 13100 WAYZATA BLVD SUITE 400 | MINNETONKA | MN | 55305 | HUMANITARIAN ASSISTANCE | $6,698 | |
| JUVENILE DIABETES RESEARCH | ||||||
| 9400 N CENTRAL EXPRESSWAY 1201 | DALLAS | TX | 75231 | PUBLIC CHARITY | $100 | |
| UNITED STATES HOLOCAUST MUSEUM | ||||||
| 5925 FOREST LANE | DALLAS | TX | 75230 | CHARITY | $100 | |
| SUSAN G KOMEN TWIN CITIES RACE FOR THE CURE | ||||||
| 301 SOUTH AVENUE | BLOOMINGTON | MN | 55425 | PUBLIC CHARITY | $300 | MALL OF AMERICA |
| CREATE A MEMORY FOUNDATION | ||||||
| 80 SOUTH 8TH STREET SUITE 3901 | MINNEAPOLIS | MN | 55402 | HUMANITARIAN ASSISTANCE | $250 | |
| MINNEAPOLIS JEWISH FEDERATION | ||||||
| 13100 WAYZATA BLVD 200 | MINNETONKA | MN | 55345 | HUMANITARIAN ASSISTANCE | $7,500 | |
| TEMPLE ISRAEL | ||||||
| 2324 EMERSON AVENUE SOUTH | MINNEAPOLIS | MN | 55405 | CHARITY | $4,188 | |
| PHILIPS EYE INSTITUTE FOUNDATION | ||||||
| 2215 PARK AVENUE SUITE 202 | MINNEAPOLIS | MN | 55404 | CHARITY | $750 | |
| CITY OF MINNETONKA | ||||||
| 14600 MINNETONKA BLVD | MINNETONKA | MN | 55345 | Charity | $200 | |
| JEWISH HISTORICAL SOCIETY | ||||||
| 4330 CEDAR LAKE ROAD SOUTH | MINNEAPOLIS | MN | 55416 | CHARITY | $100 | |
| HERZL CAMP FOUNDATION | ||||||
| 7204 WEST 27TH STREET SUITE 226 | ST LOUIS PARK | MN | 55426 | CHARITY | $100 | |
| NASH AVERY FOUNDATION | ||||||
| 2427 EAST LAKES OF THE ISLES PARKWA | MINNEAPOLIS | MN | 55405 | CHARITY | $100 | |
| ALZHEIMER'S ASSOCIATION | ||||||
| 7900 WEST 78TH STREET | MINNEAPOLIS | MN | 55439 | CHARITY | $500 | SUITE 100 |
| PLYMOUTH CRIME & FIRE PREVENTION FUND | ||||||
| 3400 PLYMOUTH BOULEVARD | PLYMOUTH | MN | 55447 | CHARITY | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 21136 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,410 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $747 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,158 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6158 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,725 | Amount |
| Disbursements Charitable Prps | 1725 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TRUST POINT INC INVESTMENTS | CategoryOrItem |
| Book Value | 153345 | BookValue |
| EOYFMV | 180347 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL FILING FEE | Category |
| Amount | $25 | Amount |
| Disbursements Charitable Prps | 25 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| AGENCY FEES | 1171 | 1171 |
| MEMORIAL PLAQUE | 500 | |
| MEMORIAL PARK MARKER | 535 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $45 | 45 |
| FEDERAL TAX | $49 |
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